+16.1%
JPM vs EQIX
+29.1%
-13.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.9% | +0.3% | +3.4% |
| 7D | +3.8% | +4.6% | -0.8% | +2.9% |
| 30D | +6.5% | +3.0% | +3.5% | +5.8% |
| 3M | -1.0% | +0.7% | -1.7% | -1.3% |
| 6M | +15.5% | -1.7% | +17.3% | +15.4% |
| YTD | +11.4% | +39.7% | -28.3% | +4.2% |
| 1Y | +16.1% | +29.7% | -13.7% | +15.0% |
| All | +16.1% | +29.1% | -13.0% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling